Retirement Plan Consultant jobs in Chicago, IL

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98 Retirement Plan Consultant jobs found in Chicago, IL area

A
Claims Specialist
  • Ally
  • Itasca, IL
  • ... consultative services to help their businesses succeed. Total Rewards Information Ally ... Industry-leading 401K retirement savings plan with matching and company contributions * Wellness ...
  • 2 days ago
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W
Financial Advisor Trainee
  • WestPoint Financial Group
  • Chicago, IL
  • Whether it's planning for a college education, designing a retirement strategy, funding for a new ... These specialists are available to you for consulting on more complex cases that you might not be ...
  • 2 days ago
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E
Heating Air Conditioning Specialist
  • Energy Sciences
  • Oak Brook, IL
  • ... retirement plan, paid holidays, and paid time off, and a competitive salary. More about Energy ... We provide professional consulting, training, and energy management services to commercial ...
  • 3 days ago
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V
Business Applications Specialist (Marketing Automation)
  • Vitalant
  • Chicago, IL
  • Serves as an internal consultant to resolve functional problems; supports the design, testing, and ... 401(k) retirement savings plan Short-term disability insurance Employee assistance program ...
  • 4 days ago
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H
Franchise Consultant in Training
  • H&R Block
  • Chicago, IL
  • Eligible associates can also participate in the H&R Block Retirement Savings Plan (401(k) Plan), Employee Stock Purchase Program, Employee Assistance Program, Tuition Assistance Program, (virtual ...
  • 5 days ago
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V
Auto Sales Consultants, $80K to $150K Plus
  • Victory Toyota of Midtown
  • Chicago, IL
  • 2700 N Cicero Ave., Chicago, IL 60639 AUTOMOTIVE SALES CONSULTANT Under NEW Ownership! Average ... Medical, Dental and Vision benefits * 401(k) retirement plan * Paid Vacation and holidays
  • 5 days ago
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C
Physician: Pediatrician Needed in Munster, Indiana | JOB-2668654
  • CompHealth
  • Munster, IN
  • ... retirement plan with employer match, Licensure/DEA reimbursement, dues/subscriptions, and ... Our consultants are known for their expertise, so when a CompHealth consultant represents you, your ...
  • 6 days ago
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T
Work from Home or Office - Sales Consultant - NO COLD CALLING
  • The W Group of Illinois
  • Glenwood, IL
  • Our compensation plan rewards solid performance with a strong commission rate, as well as the ... retirement or leaving their employer. We provide Unions with permanent benefits that they can keep ...
  • 6 days ago
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About Chicago, Illinois

Chicago (/ʃɪˈkɑːɡoʊ/ (listen), locally also /-ˈkɔː-/), officially the City of Chicago, is the most populous city in Illinois, as well as the third most populous city in the United States. With an estimated population of 2,716,450 (2017), it is the most populous city in the Midwest. Chicago is the principal city of the Chicago metropolitan area, often referred to as Chicagoland, and the county seat of Cook County, the second most populous county in the United States. The metropolitan area, at nearly 10 million people, is the third-largest in the United States, and the fourth largest in North A...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Retirement Plan Consultant jobs
$60,224 to $83,291
Chicago, Illinois area prices
were up 0.8% from a year ago
View detail

What does a Retirement Plan Consultant do?

Retirement Plan Consultant
Provide retirement plan (IRA, 403(b), 457(b) plan and qualified retirement plan (QRP)) consulting services to external or internal clients regarding basic to advanced retirement plan questions and scenarios.
June 04, 2020
Demonstrate proficiency at discovery process (sales due diligence) and conceptual presentation promoting USI competitive differentiation, including proficiency at understanding, articulating and delivering the USI ONE Advantage and specific solutions customized to each prospect.
June 24, 2020
Prepare and negotiate fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.
June 24, 2020
Assists both the DC and DB Relationship Managers in regular assessment of their client fee structure to maintain competitive model and positive client experience while meeting business profitability targets.
June 27, 2020
Assist in the implementation and design of procedures supporting Department of Labor requirements on Plan disclosures such as 408(b)(2) and 404(a)(5) disclosures.
July 01, 2020
Participates in the decision to pursue or pass on specific opportunities, based on prospect requirements, match to our service model, and ability to price competitively.
August 15, 2020
Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g).
August 16, 2020
Develop and oversee preparation of proposals for USICG prospects, gathering necessary information required for the proposal to a prospect and collaborating with department heads and consultants in determining what is needed.
August 19, 2020
Act as a back-up to the Senior Pension Consultant in maintaining relationships with key contacts at state agencies, NTSA, and selected data aggregators and software providers.
September 28, 2020
Maintains history of prospect pricing, proposal outcomes, competitive intelligence, and assists management to continue to improve efficiencies and effective client service methods.
October 19, 2020